Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,398 | $72,071-77.2% | $68,368-76.0% | $137,256-88.1% |
| Participation rate | 52.6% | 76.2%-23.6pp | 73.8%-21.1pp | 80.0%-27.3pp |
| Annual return | 19.46% | 353.14%-333.7pp | 292.57%-273.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $547 | $2,788-80.4% | $2,649-79.3% | $4,156-86.8% |
| Participant deferral / active EE | $2,239 | $4,410-49.2% | $4,123-45.7% | $6,407-65.0% |
| Admin fee / account holder | $580 | $5,336-89.1% | $5,150-88.7% | $12,270-95.3% |